Financial ADVSR's Moves tracker recorded 15 advisor, team and executive moves in the week of Oct 19–25, 2026. The 11 moves that disclosed assets reported $26B in client assets combined. The largest net recruiting gain of the week went to Latigo Peak Partners, which took on one team with $19B in client assets, according to the tracker's confirmed figures.
Citywire RIA is the outlet cited for the largest move, which the tracker records as a team moving from JP Morgan to Latigo Peak Partners in Palm Beach Gardens, Fla. The tracker's confirmed figure for that team is $19B. The Citywire web address for its story refers to $18.6B. The tracker has not reconciled the two figures, so this article uses the confirmed $19B and flags the gap.
Osaic was the next largest net gainer, with $2.9B in reported assets across two teams. AdvisorHub reported that ICG Next, with $2.3B in client assets, moved from LPL Financial to Osaic Wealth in New Jersey. InvestmentNews reported that Freehold Wealth Management, with $576M, moved to Osaic in South Carolina.
RBC recorded $1.0B in net gains from one team. AdvisorHub reported that the Nepa/Susco Team, with $1.0B in client assets, moved from UBS Wealth Management USA to RBC in Pittsburgh.
Several other destinations drew moves that week. AdvisorHub reported that a team with $750M in client assets moved from UBS Wealth Management USA to Elevation Point in Las Vegas. InvestmentNews reported that a team with $700M moved from Truist to Raymond James in Naples. Financial Advisor Magazine reported that a team with $400M moved from Morgan Stanley to Wells Fargo Advisors in Southwest Florida.
Further team moves carried smaller reported figures. InvestmentNews reported that a team with $210M moved from MML to Cetera in Connecticut, and that a team with $355M moved from Great Scott Financial to Kintra Wealth. WealthManagement.com reported that a team with $330M moved from LPL Financial to Modern Wealth. InvestmentNews also reported that a team with $300M moved from Sanctuary to CAPTRUST in Raleigh.
AdvisorHub reported that Sage Wealth Partners moved from J.P. Morgan to Rockefeller in Houston. The tracker has no confirmed asset figure for that move, so it is excluded from the $26B total. The AdvisorHub web address for the story refers to $4.8M, a figure the tracker has not confirmed.
Four moves in the tracker did not disclose confirmed assets. Sage Wealth Partners is one of them. The other three are individual moves. Citywire RIA reported that Nick Raffone moved from NewEdge to Aligned Wealth. Citywire RIA also reported that Mark Lerner and Ryan Rouille moved from MassMutual to NewEdge Advisors in Atlanta. 401k Specialist reported that Katie Sheliga moved to Prime Capital Financial. The sources provided for these individuals do not give their titles, so this article does not describe them.
The tracker also recorded 8 firm deals that week. Asset figures in this roundup are shown as each outlet reported them, which is why the weekly total covers only the 11 moves that disclosed assets.
The full table and past weeks are available on the Financial ADVSR Recruiting Scoreboard at https://www.financialadvsr.com/advisor-moves/scoreboard/2026-10-19.